Hi, I’m Katy.
I’m a seasoned financial planner and the proud owner of a charming historic Bed and Breakfast nestled in the heart of North Carolina. With a professional background in investment management, I bring a wealth of knowledge and expertise to help you navigate the intricate world of finance.
But don’t expect a stuffy, jargon-filled experience here. I believe in making financial planning engaging, straightforward, and even a little fun. Just like a warm Southern welcome at our B&B, I’m here to make the financial journey enjoyable and accessible.
As a working mother of two young children, I understand the balancing act of family, business, and personal passions. When I’m not crunching numbers or offering financial advice, you’ll find me on the lake, kayaking, paddleboarding, or exploring new destinations with my family.
Join me on this adventure where I’ll share insights, tips, and strategies for achieving financial success while savoring the joys of life. Together, we’ll build a legacy of opportunity, and I’m especially passionate about empowering women to take control of their financial futures.
So, whether you’re a fellow soccer mom or an aspiring investor, welcome to a place where financial dreams come true, and Southern hospitality meets financial empowerment. Let’s embark on this journey together!
Katy Stevick 